#1 - NVIDIA
NASDAQ:NVDA - See Stock Forecast- Stock Price:
- $124.75 (+$1.05)
- Market Cap:
- $3.03 trillion
- P/E Ratio:
- 49.1
- Dividend Yield:
- 0.03%
- Consensus Rating:
- Moderate Buy (2 Strong Buy Ratings, 38 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $166.23 (33.3% Upside)
NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. The Compute & Networking segment comprises Data Center computing platforms and end-to-end networking platforms, including Quantum for InfiniBand and Spectrum for Ethernet; NVIDIA DRIVE automated-driving platform and automotive development agreements; Jetson robotics and other embedded platforms; NVIDIA AI Enterprise and other software; and DGX Cloud software and services. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of NVIDIA Stock
Pros
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Nvidia has received multiple "buy" ratings from analysts, with a consensus rating of "Moderate Buy" and an average price target of $166.23, indicating strong confidence in the company's growth potential.
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The company is a leader in the semiconductor industry, providing cutting-edge graphics and compute solutions, including the latest GeForce GPUs, which are essential for gaming and professional visualization.
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Nvidia's stock price is currently at $123.43, which may present a buying opportunity for investors looking to enter at a lower price before potential future gains.
Cons
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Insider selling has been notable, with the CFO selling over 66,000 shares recently, which could signal a lack of confidence in the stock's short-term performance.
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The stock has experienced volatility, recently trading down 4.3%, which may concern investors about its stability in the current market environment.
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Despite strong ratings, the stock's P/E ratio of 48.58 suggests it may be overvalued compared to its earnings, which could lead to a price correction.
#2 - Taiwan Semiconductor Manufacturing
NYSE:TSM - See Stock Forecast- Stock Price:
- $208.29 (+$5.96)
- Market Cap:
- $1.08 trillion
- P/E Ratio:
- 29.6
- Dividend Yield:
- 0.86%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 4 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $220.00 (5.6% Upside)
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Taiwan Semiconductor Manufacturing Stock
Pros
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The stock is currently priced at $224.36, reflecting a strong performance and investor confidence in the company's growth potential.
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Recent upgrades from analysts, including a "buy" rating from StockNews.com and a price target increase from Barclays to $255.00, indicate positive market sentiment and potential for further price appreciation.
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The company reported earnings per share (EPS) of $2.24, exceeding analysts' expectations of $2.16, showcasing its strong financial performance and ability to generate profits.
Cons
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The stock has a relatively high price-to-earnings (P/E) ratio of 31.87, which may suggest that it is overvalued compared to its earnings, potentially leading to a price correction.
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Despite strong performance, the semiconductor industry is highly competitive and subject to rapid technological changes, which could impact Taiwan Semiconductor Manufacturing's market position.
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The company's beta of 1.07 indicates that its stock price is slightly more volatile than the market, which could pose risks for investors seeking stability.
#3 - Broadcom
NASDAQ:AVGO - See Stock Forecast- Stock Price:
- $215.66 (+$9.31)
- Market Cap:
- $1.01 trillion
- P/E Ratio:
- 175.9
- Dividend Yield:
- 1.14%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 24 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $225.04 (4.4% Upside)
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; wireless local area network access point SoCs; Ethernet switching and routing custom silicon solutions; serializer/deserializer application specific integrated circuits; optical and copper, and physical layer devices; and fiber optic components and RF semiconductor devices. The company also offers RF front end modules and filter; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; inductive charging; attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; optocouplers, industrial fiber optics, and motion control encoders and subsystems; light emitting diode, ethernet PHYs, switch ICs, and camera microcontrollers. Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was founded in 1961 and is headquartered in Palo Alto, California.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Broadcom Stock
Pros
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Broadcom recently increased its quarterly dividend to $0.59 per share, reflecting a strong commitment to returning value to shareholders. This annualized dividend of $2.36 represents a yield of 0.96%, which can be attractive for income-focused investors.
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The stock has received multiple upgrades from analysts, with price targets raised significantly. For instance, Morgan Stanley increased its price objective from $233.00 to $265.00, indicating strong market confidence in Broadcom's growth potential.
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Broadcom reported impressive quarterly earnings, with earnings per share of $1.42, surpassing estimates. This performance showcases the company's ability to generate profit and suggests a robust operational framework.
Cons
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The company's payout ratio is currently very high at 192.50%, which may raise concerns about sustainability. A high payout ratio can indicate that a company is returning more cash to shareholders than it is earning, potentially jeopardizing future growth.
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Despite strong revenue growth, Broadcom's revenue for the latest quarter was slightly below consensus estimates, which could signal potential challenges in meeting market expectations moving forward.
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Broadcom operates in a highly competitive semiconductor industry, which can be volatile and subject to rapid technological changes. This environment may pose risks to maintaining market share and profitability.
#4 - Advanced Micro Devices
NASDAQ:AMD - See Stock Forecast- Stock Price:
- $118.86 (+$1.51)
- Market Cap:
- $192.89 billion
- P/E Ratio:
- 107.1
- Consensus Rating:
- Moderate Buy (2 Strong Buy Ratings, 20 Buy Ratings, 8 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $171.04 (43.9% Upside)
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, and AMD PRO A-Series brand names; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; and professional graphics under the AMD Radeon Pro graphics brand name. In addition, the company offers data center graphics under the Radeon Instinct and Radeon PRO V-series brands, as well as servers under the AMD Instinct accelerators brand; server microprocessors under the AMD EPYC brands; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo brand. It serves original equipment and design manufacturers, public cloud service providers, system integrators, independent distributors, and add-in-board manufacturers through its direct sales force, and sales representatives. Advanced Micro Devices, Inc. was incorporated in 1969 and is headquartered in Santa Clara, California.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Advanced Micro Devices Stock
Pros
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Advanced Micro Devices, Inc. has a strong consensus rating of "Moderate Buy" from analysts, indicating positive sentiment towards the stock's future performance.
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The company reported a revenue increase of 17.6% compared to the same quarter last year, showcasing its growth potential in the semiconductor market.
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With a current stock price around $173.07, it is positioned well within its 1-year high of $227.30, suggesting potential for price appreciation.
Cons
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Two analysts have recently downgraded the stock to "sell," which may indicate concerns about its short-term performance.
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The company has a high P/E ratio of 105.74, suggesting that the stock may be overvalued relative to its earnings, which could deter value-focused investors.
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Advanced Micro Devices, Inc. has a beta of 1.66, indicating higher volatility compared to the market, which may pose risks for conservative investors.
#5 - Texas Instruments
NASDAQ:TXN - See Stock Forecast- Stock Price:
- $185.27 (+$5.00)
- Market Cap:
- $169.01 billion
- P/E Ratio:
- 34.4
- Dividend Yield:
- 2.76%
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 8 Buy Ratings, 12 Hold Ratings, 2 Sell Ratings)
- Consensus Price Target:
- $209.20 (12.9% Upside)
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products. This segment provides signal chain products that sense, condition, and measure signals to allow information to be transferred or converted for further processing and control, including amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers that are used in electronic equipment; digital signal processors for mathematical computations; and applications processors for specific computing activity. This segment offers products for use in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, and calculators and other. It provides DLP products primarily for use in project high-definition images; calculators; and application-specific integrated circuits. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Texas Instruments Stock
Pros
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The company has a strong market capitalization of $169.23 billion, indicating a solid position in the semiconductor industry, which can provide stability and growth potential for investors.
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Texas Instruments Incorporated recently reported earnings per share (EPS) of $1.30, exceeding the consensus estimate of $1.20, showcasing its ability to outperform market expectations and generate profits.
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With a dividend yield of 2.93% and an annualized dividend of $5.44, Texas Instruments Incorporated offers a reliable income stream for investors, which is particularly attractive in a low-interest-rate environment.
Cons
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The stock has recently experienced a decline of 7.5%, which may indicate volatility and potential challenges in maintaining its market position.
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Texas Instruments Incorporated's dividend payout ratio is currently at 104.82%, suggesting that the company is paying out more in dividends than it earns, which could raise concerns about sustainability in the long term.
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Despite a strong performance, the company reported a decrease in EPS from $1.49 in the previous year, which may signal a potential slowdown in growth and profitability.
#6 - ARM
NASDAQ:ARM - See Stock Forecast- Stock Price:
- $153.23 (+$5.63)
- Market Cap:
- $160.56 billion
- P/E Ratio:
- 255.4
- Consensus Rating:
- Moderate Buy (1 Strong Buy Ratings, 18 Buy Ratings, 6 Hold Ratings, 2 Sell Ratings)
- Consensus Price Target:
- $152.09 (-0.7% Downside)
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. Its products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. The company operates in the United States, the People's Republic of China, Taiwan, South Korea, and internationally. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of Kronos II LLC.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of ARM Stock
Pros
-
Arm Holdings plc reported earnings per share of $0.30 for the latest quarter, exceeding the consensus estimate of $0.26, indicating strong financial performance and effective management.
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The company achieved a revenue of $844 million, surpassing expectations of $810 million, which reflects robust demand for its products and services.
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With a market capitalization of $174.53 billion, Arm Holdings plc is positioned as a significant player in the semiconductor industry, which is expected to grow due to increasing demand for technology.
Cons
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The stock has a high P/E ratio of 277.60, which may indicate that it is overvalued compared to its earnings, potentially leading to a price correction.
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Recent downgrades from analysts, including a reduction in ratings and target prices, suggest that there may be concerns about the company's future performance.
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Arm Holdings plc's net margin of 18.13% is relatively modest, which could limit its ability to reinvest in growth opportunities compared to competitors with higher margins.
#7 - Applied Materials
NASDAQ:AMAT - See Stock Forecast- Stock Price:
- $181.72 (+$6.44)
- Market Cap:
- $147.86 billion
- P/E Ratio:
- 21.1
- Dividend Yield:
- 0.82%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 15 Buy Ratings, 6 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $218.71 (20.4% Upside)
Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. It operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company was incorporated in 1967 and is headquartered in Santa Clara, California.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Applied Materials Stock
Pros
-
Applied Materials, Inc. reported a strong quarterly earnings per share (EPS) of $2.32, exceeding the consensus estimate of $2.19, indicating robust financial performance and effective management.
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The company has a market capitalization of approximately $142 billion, reflecting its significant size and stability in the manufacturing equipment sector, which can be attractive to investors seeking established companies.
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With a current stock price around $210, investors may find it appealing as it is positioned within a range that analysts have set price targets for, suggesting potential for growth.
Cons
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The stock has a relatively high beta of 1.53, indicating that it is more volatile than the market, which could lead to larger price swings and increased risk for investors.
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Analysts have varied opinions on the stock, with some recent price target reductions, such as from TD Cowen, which lowered its target from $250 to $230, suggesting potential uncertainty in future performance.
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The company has a price-to-earnings (P/E) ratio of 20.28, which, while not excessively high, may indicate that the stock is priced at a premium compared to its earnings, potentially limiting upside for new investors.
#8 - Analog Devices
NASDAQ:ADI - See Stock Forecast- Stock Price:
- $212.40 (+$2.49)
- Market Cap:
- $104.14 billion
- P/E Ratio:
- 64.6
- Dividend Yield:
- 1.76%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 14 Buy Ratings, 7 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $248.70 (17.1% Upside)
Analog Devices, Inc. designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs. It also offers amplifiers to condition analog signals; and radio frequency and microwave ICs to support cellular infrastructure; and micro-electro-mechanical systems technology solutions, including accelerometers used to sense acceleration, gyroscopes for sense rotation, inertial measurement units to sense multiple degrees of freedom, and broadband switches for radio and instrument systems, as well as isolators. In addition, the company provides digital signal processing and system products for numeric calculations. It serves clients in the industrial, automotive, consumer, instrumentation, aerospace, defense and healthcare, and communications markets through a direct sales force, third-party distributors, and independent sales representatives, as well as online. Analog Devices, Inc. was incorporated in 1965 and is headquartered in Wilmington, Massachusetts.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Analog Devices Stock
Pros
-
The company recently reported earnings per share (EPS) of $1.67, exceeding expectations, which indicates strong financial performance and potential for growth.
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With a current stock price around $215.49, it reflects a solid valuation compared to its one-year high of $244.14, suggesting potential for price appreciation.
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Analog Devices, Inc. has a low debt-to-equity ratio of 0.19, indicating a strong balance sheet and lower financial risk, which is attractive for investors seeking stability.
Cons
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The company's net margin of 17.35% indicates profitability, but it has decreased from previous levels, which may raise concerns about future profitability.
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With a price-to-earnings (PE) ratio of 66.07, the stock may be considered overvalued compared to industry peers, suggesting that investors might be paying a premium.
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The payout ratio of 111.85% indicates that the company is paying out more in dividends than it earns, which could be unsustainable in the long run.
#9 - Micron Technology
NASDAQ:MU - See Stock Forecast- Stock Price:
- $92.47 (+$3.46)
- Market Cap:
- $103.02 billion
- P/E Ratio:
- 26.6
- Dividend Yield:
- 0.42%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 23 Buy Ratings, 2 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $134.96 (46.0% Upside)
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit. It provides memory and storage technologies comprising dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; non-volatile and re-writeable semiconductor storage devices; and non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, networking, industrial, and automotive markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Micron Technology Stock
Pros
-
Micron Technology, Inc. reported a significant year-over-year revenue increase of 84.3%, indicating strong growth potential and demand for its memory and storage products.
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The company recently posted earnings per share of $1.79, surpassing analyst expectations of $1.60, which reflects effective management and operational efficiency.
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With a current stock price around $85.21, there may be potential for appreciation, especially considering the consensus price target of $135.24 from analysts, suggesting a favorable upside.
Cons
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The stock has a relatively high PE ratio of 29.74, which may suggest that it is overvalued compared to its earnings, potentially leading to a price correction.
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Recent insider selling, including a significant transaction by an executive vice president, could indicate a lack of confidence in the stock's short-term performance.
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Analysts have varied opinions on the stock, with some lowering their target prices, which may create uncertainty about its future valuation.
#10 - Marvell Technology
NASDAQ:MRVL - See Stock Forecast- Stock Price:
- $110.33 (+$3.54)
- Market Cap:
- $95.47 billion
- Dividend Yield:
- 0.19%
- Consensus Rating:
- Moderate Buy (1 Strong Buy Ratings, 24 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $127.60 (15.7% Upside)
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops and scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits. The company also provides electro-optical products, including pulse amplitude modulations, coherent digital signal processors, laser drivers, trans-impedance amplifiers, silicon photonics, and data center interconnect solutions; fibre channel products comprising host bus adapters and controllers; storage controllers for hard disk drives and solid-state-drives; and host system interfaces, including serial attached SCSI, serial advanced technology attachment, peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics. It has operations in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Marvell Technology Stock
Pros
-
Marvell Technology, Inc. has a strong recent performance with a current stock price of $123.08, reflecting positive market sentiment and potential for further growth.
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The company has a solid financial position, indicated by a low debt-to-equity ratio of 0.30, suggesting that it is not heavily reliant on debt to finance its operations, which can reduce financial risk.
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Marvell Technology, Inc. recently announced a quarterly dividend of $0.06 per share, translating to an annualized dividend of $0.24 and a yield of 0.19%, providing a return to shareholders even in a volatile market.
Cons
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The company's payout ratio is currently at -14.12%, indicating that it is paying out more in dividends than it is earning, which could be unsustainable in the long term.
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Insider selling has been notable, with executives selling a total of 31,755 shares worth over $3.6 million recently, which may signal a lack of confidence in the stock's short-term performance.
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Despite recent upgrades, the stock has experienced volatility, which can be a concern for risk-averse investors looking for stable returns.
#11 - Intel
NASDAQ:INTC - See Stock Forecast- Stock Price:
- $20.01 (+$0.26)
- Market Cap:
- $86.30 billion
- Consensus Rating:
- Reduce (0 Strong Buy Ratings, 1 Buy Ratings, 27 Hold Ratings, 4 Sell Ratings)
- Consensus Price Target:
- $28.00 (39.9% Upside)
Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Mobileye, and Intel Foundry Services segments. The company's products portfolio comprises central processing units and chipsets, system-on-chips (SoCs), and multichip packages; mobile and desktop processors; hardware products comprising graphics processing units (GPUs), domain-specific accelerators, and field programmable gate arrays (FPGAs); and memory and storage, connectivity and networking, and other semiconductor products. It also offers silicon devices and software products; and optimization solutions for workloads, such as AI, cryptography, security, storage, networking, and leverages various features supporting diverse compute environments. In addition, the company develops and deploys advanced driver assistance systems (ADAS), and autonomous driving technologies and solutions; and provides advanced process technologies backed by an ecosystem of IP, EDA, and design services, as well as systems of chips, including advanced packaging technologies, software and accelerate bring-up, and integration of chips and driving standards. Further, it delivers and deploys intelligent edge platforms that allow developers to achieve agility and drive automation using AI for efficient operations with data integrity, as well as provides hardware and software platforms, tools, and ecosystem partnerships for digital transformation from the cloud to edge. The company serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. It has a strategic agreement with Synopsys, Inc. to develop EDA and IP solutions; and ARM that enables chip designers to build optimized compute SoCs on the Intel 18A process. Intel Corporation was incorporated in 1968 and is headquartered in Santa Clara, California.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Intel Stock
Pros
-
Intel Co. has a strong market capitalization of approximately $94.28 billion, indicating a solid position in the industry and potential for growth.
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The stock is currently trading at $21.86, which is significantly lower than its 52-week high of $50.30, suggesting a potential buying opportunity for investors looking for undervalued stocks.
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Recent revenue for the quarter was reported at $13.30 billion, exceeding analysts' expectations, which may indicate a positive trend in the company's financial performance.
Cons
-
Intel Co. reported a negative earnings per share (EPS) of ($0.46) for the last quarter, missing analysts' consensus estimates, which may raise concerns about profitability.
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The company has a negative return on equity of 1.71% and a negative net margin of 29.42%, indicating challenges in generating profit from its equity and overall operations.
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Five investment analysts have rated the stock with a sell rating, suggesting a lack of confidence in the stock's performance among financial experts.
#12 - NXP Semiconductors
NASDAQ:NXPI - See Stock Forecast- Stock Price:
- $211.39 (-$1.62)
- Market Cap:
- $53.73 billion
- P/E Ratio:
- 20.2
- Dividend Yield:
- 1.88%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 14 Buy Ratings, 4 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $270.85 (28.1% Upside)
NXP Semiconductors N.V. offers various semiconductor products. The company's product portfolio includes microcontrollers; application processors, including i.MX application processors, and i.MX 8 and 9 family of applications processors; communication processors; wireless connectivity solutions, such as near field communications, ultra-wideband, Bluetooth low-energy, Zigbee, and Wi-Fi and Wi-Fi/Bluetooth integrated SoCs; analog and interface devices; radio frequency power amplifiers; and security controllers, as well as semiconductor-based environmental and inertial sensors, including pressure, inertial, magnetic, and gyroscopic sensors. Its products are used in various applications, including automotive, industrial and Internet of Things, mobile, and communication infrastructure. The company markets its products to various original equipment manufacturers, contract manufacturers, and distributors. It operates in China, the Netherlands, the United States, Singapore, Germany, Japan, South Korea, Taiwan, and internationally. N.V. was incorporated in 2006 and is headquartered in Eindhoven, the Netherlands.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of NXP Semiconductors Stock
Pros
-
NXP Semiconductors recently reported earnings per share of $3.45, exceeding the consensus estimate of $3.43, indicating strong financial performance and effective management.
-
The company has a solid return on equity of 33.57%, which suggests that it is efficient in generating profits from its equity investments.
-
With a current stock price of $213.56, the shares are trading below the average price target of $273.19 set by analysts, indicating potential for price appreciation.
Cons
-
The revenue for the latest quarter was down 5.4% compared to the same quarter last year, indicating potential challenges in maintaining growth.
-
Analysts have mixed ratings, with one sell rating and five hold ratings, suggesting uncertainty about the stock's future performance.
-
The company has a debt-to-equity ratio of 0.99, which is relatively high, indicating that it relies significantly on debt financing, potentially increasing financial risk.
#13 - Xilinx
NASDAQ:XLNX - See Stock Forecast- Stock Price:
- $194.92
- Market Cap:
- $48.41 billion
- P/E Ratio:
- 52.5
- Dividend Yield:
- 0.76%
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Xilinx, Inc. engages in the design and development of programmable logic semiconductor devices and the related software design tools. It also provides design services, customer training, field engineering, and technical support. The company was founded by Ross Freeman, Bernard Vonderschmitt, and James V. Barnett in February 1984 and is headquartered in San Jose, CA.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Xilinx Stock
Pros
-
Xilinx, Inc. has recently demonstrated the industry's first QPI 1.1 interface with FPGAs, showcasing its commitment to innovation and leadership in the semiconductor space.
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The company specializes in programmable logic semiconductor devices, which are increasingly in demand across various industries, including telecommunications and automotive, providing a strong growth potential.
-
As of the latest data, Xilinx, Inc. has a competitive stock price that reflects its strong market position and growth prospects, making it an attractive option for investors looking for value.
Cons
-
The semiconductor industry is highly competitive, and Xilinx, Inc. faces significant pressure from other established players, which could impact market share and profitability.
-
Fluctuations in demand for semiconductor products can lead to volatility in revenue, making it a riskier investment for those seeking stable returns.
-
As technology evolves rapidly, there is a constant need for innovation, and failure to keep pace could result in losing relevance in the market.
#14 - Monolithic Power Systems
NASDAQ:MPWR - See Stock Forecast- Stock Price:
- $636.78 (+$18.02)
- Market Cap:
- $31.06 billion
- P/E Ratio:
- 71.8
- Dividend Yield:
- 0.73%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 10 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $828.67 (30.1% Upside)
Monolithic Power Systems, Inc. engages in the design, development, marketing, and sale of semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. The company provides direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as cloud-based CPU servers, server artificial intelligence applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, 4G and 5G infrastructure, and satellite communications applications. It offers lighting control ICs for backlighting that are used in systems, which provide the light source for LCD panels in computers and notebooks, monitors, car navigation systems, and televisions, as well as for general illumination products. The company sells its products through third-party distributors, value-added resellers, directly to original equipment manufacturers, original design manufacturers, electronic manufacturing service providers, and other end customers. It serves China, Taiwan, South Korea, Europe, Japan, Southeast Asia, the United States, and internationally. Monolithic Power Systems, Inc. was incorporated in 1997 and is headquartered in Kirkland, Washington.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Monolithic Power Systems Stock
Pros
-
Strong institutional ownership, with hedge funds and other institutional investors holding 93.46% of the company's stock, indicating confidence in the company's future performance.
-
Recent insider transactions show that executives are actively managing their holdings, with the executive vice president owning 162,239 shares valued at approximately $124 million, suggesting a strong belief in the company's prospects.
-
Monolithic Power Systems, Inc. has seen significant growth in its stock price, with recent transactions indicating a robust market valuation, currently around $772.96 per share, reflecting investor confidence.
Cons
-
Insider selling activity, with a total of 6,600 shares sold worth $4.66 million in the last quarter, may raise concerns about the executives' confidence in the company's short-term performance.
-
The recent decrease in ownership percentages among executives, such as a 0.53% decrease for the executive vice president, could signal potential issues or a lack of confidence in the company's immediate future.
-
Market volatility in the semiconductor sector can impact stock performance, and any downturns in this industry could adversely affect Monolithic Power Systems, Inc.'s stock value.
#15 - Microchip Technology
NASDAQ:MCHP - See Stock Forecast- Stock Price:
- $55.16 (-$0.87)
- Market Cap:
- $29.62 billion
- P/E Ratio:
- 38.6
- Dividend Yield:
- 3.11%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 13 Buy Ratings, 4 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $84.00 (52.3% Upside)
Microchip Technology Incorporated engages in the development, manufacture, and sale of smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia. The company offers general purpose 8-bit, 16-bit, and 32-bit mixed-signal microcontrollers; 32-bit embedded mixed-signal microprocessors; and specialized microcontrollers for automotive, industrial, computing, communications, lighting, power supplies, motor control, human machine interface, security, wired connectivity, and wireless connectivity applications. It also provides analog, interface, mixed signal, and timing products comprising power management, linear, mixed-signal, high-voltage, thermal management, discrete diodes, and metal oxide semiconductor field effect transistors (MOSFETS), radio frequency (RF), drivers, safety, security, timing, USB, Ethernet, wireless, and other interface products; field-programmable gate array (FPGA) products; and application development tools that enable system designers to program microcontroller, FPGA, and microprocessor products for specific applications. In addition, the company offers serial electrically erasable programmable read-only memory, serial flash memories, parallel flash memories, serial static random access memories, and serial electrically erasable random access memories for the production of very small footprint devices; and licenses its SuperFlash embedded flash and non-volatile memory technologies to foundries, integrated device manufacturers, and design partners for use in the manufacture of microcontroller products, gate array, RF, analog, and neuromorphic compute products that require embedded non-volatile memory, as well as provides engineering services. Further, it offers wafer foundry and assembly, and test subcontracting manufacturing services; and timing systems products, application specific integrated circuits, and aerospace products. The company was incorporated in 1989 and is headquartered in Chandler, Arizona.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Microchip Technology Stock
Pros
-
Microchip Technology Incorporated recently reported earnings per share (EPS) of $0.46, exceeding analysts' expectations of $0.43, indicating strong financial performance and potential for growth.
-
The company has a solid market capitalization of approximately $29.64 billion, which reflects its stability and ability to attract investment.
-
Microchip Technology Incorporated has increased its quarterly dividend to $0.455, representing an annualized yield of 3.30%. This consistent dividend growth can provide a reliable income stream for investors.
Cons
-
The company experienced a significant revenue decline of 48.4% year-over-year, which raises concerns about its growth prospects and market demand for its products.
-
Microchip Technology Incorporated has a high payout ratio of 127.27%, indicating that it is paying out more in dividends than it is earning, which could be unsustainable in the long run.
-
Recent analyst downgrades, including a reduction in target prices by firms like Bank of America and TD Cowen, suggest a lack of confidence in the stock's near-term performance.
#16 - Maxim Integrated Products
NASDAQ:MXIM - See Stock Forecast- Stock Price:
- $103.14
- Market Cap:
- $27.70 billion
- P/E Ratio:
- 33.8
- Dividend Yield:
- 1.86%
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Maxim Integrated Products, Inc. engages in the design, development, manufacture, and marketing of linear and mixed-signal integrated circuits. Its products include integrated power circuits, amplifiers, data converters, analog filters, transceivers, expanders, level translators, broadband switches, powerline communications, microcontrollers, data loggers, solar energy, and automotive. The company was founded by Jack F. Gifford in 1983 and is headquartered in San Jose, CA.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Maxim Integrated Products Stock
Pros
-
Maxim Integrated Products, Inc. has a strong portfolio of linear and mixed-signal integrated circuits, which are essential in various high-demand sectors such as automotive and renewable energy, indicating robust market potential.
-
The company has recently expanded its product offerings, including advanced integrated power circuits and data converters, which are critical for modern applications, enhancing its competitive edge.
-
As of today, the stock price of Maxim Integrated Products, Inc. is performing well, reflecting positive investor sentiment and potential for growth in the semiconductor industry.
Cons
-
The semiconductor industry is highly cyclical, and any downturn could adversely affect Maxim Integrated Products, Inc.'s financial performance and stock price.
-
Increased competition in the semiconductor market could pressure profit margins, making it challenging for Maxim Integrated Products, Inc. to maintain its market share.
-
Supply chain disruptions, which have been prevalent in recent times, could impact the company's ability to deliver products on time, potentially harming customer relationships and revenue.
#17 - GlobalFoundries
NASDAQ:GFS - See Stock Forecast- Stock Price:
- $41.50 (+$0.12)
- Market Cap:
- $22.90 billion
- P/E Ratio:
- 31.0
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 6 Buy Ratings, 9 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $50.21 (21.0% Upside)
GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It manufactures various semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. GlobalFoundries Inc. has a strategic partnership with Efficient Computer to develop high-performance computer processors. The company was incorporated in 2008 and is headquartered in Malta, New York.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of GlobalFoundries Stock
Pros
-
The company recently reported earnings per share of $0.41, exceeding analysts' expectations of $0.33, indicating strong financial performance.
-
GLOBALFOUNDRIES Inc. has a current stock price of $41.67, which is relatively stable compared to its 12-month high of $61.98, suggesting potential for recovery and growth.
-
Analysts have a consensus price target of $50.21, which indicates a potential upside from the current stock price, making it an attractive investment opportunity.
Cons
-
The company's revenue decreased by 6.1% year-over-year, which may indicate challenges in maintaining growth in a competitive market.
-
GLOBALFOUNDRIES Inc. has a relatively high P/E ratio of 33.54, which could suggest that the stock is overvalued compared to its earnings.
-
Recent target price reductions by analysts, such as Citigroup lowering their target from $45.00 to $40.00, may reflect concerns about the company's future performance.
#18 - Onsemi
NASDAQ:ON - See Stock Forecast- Stock Price:
- $53.27 (-$0.50)
- Market Cap:
- $22.68 billion
- P/E Ratio:
- 13.2
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 15 Buy Ratings, 6 Hold Ratings, 2 Sell Ratings)
- Consensus Price Target:
- $81.70 (53.4% Upside)
onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions. The Advanced Solutions Group segment is involved in the designing and developing of analog, mixed-signal, advanced logic, ASSPs and ASICs, Wi-Fi and power solutions for a broad base of end-users in the automotive, consumer, computing, industrial, communications, medical and aerospace/defense markets. The Intelligent Sensing Group segment is focused on the designing and developing of CMOS and CCD image sensors, as well as proximity sensors, image signal processors, single photon detectors, inclu
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of Onsemi Stock
Pros
-
Recent earnings report showed ON Semiconductor Corporation exceeding consensus estimates with an EPS of $0.99, indicating strong financial performance and potential for growth.
-
The stock has a current price of $55.18, which is significantly lower than the average price target of $83.35 set by analysts, suggesting potential for price appreciation.
-
KeyCorp's recent price target adjustment to $70.00 still reflects a potential upside of 26.86% from the current stock price, indicating a favorable investment opportunity.
Cons
-
The stock has experienced a 12-month low of $53.10, indicating volatility and potential risks associated with price fluctuations.
-
Recent short interest data shows 24,490,000 shares are shorted, which could indicate bearish sentiment among some investors.
-
With a debt-to-equity ratio of 0.30, while relatively low, it still suggests that the company is using some leverage, which can be a risk if market conditions change.
#19 - ASE Technology
NYSE:ASX - See Stock Forecast- Stock Price:
- $10.09 (+$0.26)
- Market Cap:
- $22.14 billion
- P/E Ratio:
- 22.4
- Dividend Yield:
- 2.09%
- Consensus Rating:
- Buy (0 Strong Buy Ratings, 2 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
ASE Technology Holding Co., Ltd., together with its subsidiaries, provides semiconductors packaging and testing, and electronic manufacturing services in the United States, Taiwan, Asia, Europe, and internationally. It develops, constructs, sells, leases, and manages real estate properties; produces substrates; offers information software, equipment leasing, investment advisory, and warehousing management services; commercial complex, after-sales, and support services; manages parking lot services; processes and sells computer and communication peripherals, electronic components, telecommunications equipment, and motherboards; and imports and exports goods and technology. ASE Technology Holding Co., Ltd. was founded in 1984 and is based in Kaohsiung, Taiwan.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of ASE Technology Stock
Pros
-
Recent upgrades from analysts, including UBS Group raising the stock rating from "neutral" to "buy," indicate positive market sentiment and potential for price appreciation.
-
The current stock price is $11.02, which reflects a recent gap up from $10.64, suggesting increased investor interest and confidence in the company's performance.
-
ASE Technology Holding Co., Ltd. reported a revenue of $4.96 billion in its latest quarterly earnings, showcasing strong financial performance in the semiconductor sector.
Cons
-
ASE Technology Holding Co., Ltd. missed earnings expectations by $0.02, reporting $0.13 EPS against a consensus estimate of $0.15, which may raise concerns about its profitability.
-
The stock was downgraded from a "buy" to a "hold" rating by StockNews.com, indicating that some analysts may see limited upside potential in the near term.
-
The company has a debt-to-equity ratio of 0.38, which, while not excessively high, suggests that it is somewhat reliant on debt financing, potentially increasing financial risk.
#20 - STMicroelectronics
NYSE:STM - See Stock Forecast- Stock Price:
- $22.58 (-$2.17)
- Market Cap:
- $20.39 billion
- P/E Ratio:
- 9.3
- Dividend Yield:
- 1.20%
- Consensus Rating:
- Hold (1 Strong Buy Ratings, 5 Buy Ratings, 6 Hold Ratings, 2 Sell Ratings)
- Consensus Price Target:
- $34.11 (51.1% Upside)
STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Automotive and Discrete Group; Analog, MEMS and Sensors Group; and Microcontrollers and Digital ICs Group segments. The Automotive and Discrete Group segment offers automotive integrated circuits (ICs), and discrete and power transistor products. The Analog, MEMS and Sensors Group segment provides industrial application-specific integrated circuits (ASICs) and application-specific standard products (ASSPs); general purpose analog products; custom analog ICs; wireless charging solutions; galvanic isolated gate drivers; low and high voltage amplifiers, comparators, and current-sense amplifiers; MasterGaN, a solution that integrates a silicon driver and GaN power transistors in a single package; wireline and wireless connectivity ICs; touch screen controllers; micro-electro-mechanical systems (MEMS) products, including sensors or actuators; and optical sensing solutions. The Microcontrollers and Digital ICs Group segment offers general purpose and secure microcontrollers; and radio frequency (RF) products. It also offers application-specific standard products for analog, digital and mixed-signal applications. In addition, the company provides assembly and other services. It sells its products through distributors and retailers, as well as through sales representatives. The company serves automotive, industrial, personal electronics and communications equipment, and computers and peripherals markets. STMicroelectronics N.V. was incorporated in 1987 and is headquartered in Geneva, Switzerland.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of STMicroelectronics Stock
Pros
-
STMicroelectronics recently reported earnings per share of $0.37, exceeding the consensus estimate of $0.33, indicating strong financial performance and effective cost management.
-
The current stock price is $24.31, which may present a buying opportunity for investors looking for value in the semiconductor sector.
-
The company has a solid market capitalization of approximately $21.96 billion, reflecting its significant presence and stability in the semiconductor industry.
Cons
-
The company experienced a 26.6% decline in revenue compared to the same quarter last year, which may raise concerns about its growth trajectory and market demand.
-
Recent downgrades from analysts, including a cut from "buy" to "hold" by TD Cowen, suggest a cautious outlook on the stock's performance.
-
STMicroelectronics has a relatively high price-to-earnings (P/E) ratio of 10.00, which could indicate that the stock is overvalued compared to its earnings.
#21 - First Solar
NASDAQ:FSLR - See Stock Forecast- Stock Price:
- $167.39 (+$1.38)
- Market Cap:
- $17.92 billion
- P/E Ratio:
- 14.4
- Consensus Rating:
- Buy (2 Strong Buy Ratings, 23 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $276.29 (65.1% Upside)
First Solar, Inc., a solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile, and internationally. The company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules. It designs, manufactures, and sells cadmium telluride solar modules that converts sunlight into electricity. The company's residual business operations include project development activities, operations and maintenance services, and the sale of PV solar power systems to third-party customers. It serves developers and operators of systems, utilities, independent power producers, commercial and industrial companies, and other system owners. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Tempe, Arizona.
#22 - Astera Labs
NASDAQ:ALAB - See Stock Forecast- Stock Price:
- $96.87 (+$6.44)
- Market Cap:
- $15.36 billion
- Consensus Rating:
- Buy (1 Strong Buy Ratings, 11 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $107.42 (10.9% Upside)
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform is comprised of a portfolio of data, network, and memory connectivity products, which are built on a unifying software-defined architecture that enables customers to deploy and operate high performance cloud and AI infrastructure at scale. The company was incorporated in 2017 and is based in Santa Clara, California.
#23 - United Microelectronics
NYSE:UMC - See Stock Forecast- Stock Price:
- $5.83 (+$0.09)
- Market Cap:
- $14.60 billion
- P/E Ratio:
- 10.0
- Dividend Yield:
- 6.09%
- Consensus Rating:
- Reduce (0 Strong Buy Ratings, 0 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $7.40 (27.0% Upside)
United Microelectronics Corporation operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally. The company provides circuit design, mask tooling, wafer fabrication, and assembly and testing services. It serves fabless design companies and integrated device manufacturers. United Microelectronics Corporation was incorporated in 1980 and is headquartered in Hsinchu City, Taiwan.
A.I. GeneratedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms.
Pros and Cons of United Microelectronics Stock
Pros
-
The current stock price is $6.03, which may present a buying opportunity for investors looking for undervalued stocks in the semiconductor sector.
-
United Microelectronics Co. reported a year-over-year revenue increase of 4.9%, indicating growth potential in a competitive market.
-
The company has a solid return on equity of 14.35%, suggesting effective management and profitability relative to shareholder equity.
Cons
-
Recent downgrades from multiple analysts, including Citigroup and JPMorgan Chase & Co., suggest a lack of confidence in the stock's short-term performance.
-
The company missed earnings expectations in its latest report, with earnings per share of $0.10 compared to the consensus estimate of $0.13, which may raise concerns about its profitability.
-
United Microelectronics Co. has an average rating of "Hold" from analysts, indicating that many believe the stock may not outperform the market in the near term.
#24 - Skyworks Solutions
NASDAQ:SWKS - See Stock Forecast- Stock Price:
- $89.40 (-$0.76)
- Market Cap:
- $14.30 billion
- P/E Ratio:
- 24.2
- Dividend Yield:
- 3.04%
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 5 Buy Ratings, 14 Hold Ratings, 3 Sell Ratings)
- Consensus Price Target:
- $101.12 (13.1% Upside)
Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, receivers, switches, synthesizers, timing devices, voltage controlled oscillators/synthesizers, and voltage regulators. The company products are the used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. Skyworks Solutions, Inc. was founded in 1962 and is based in Irvine, California.
#25 - Credo Technology Group
NASDAQ:CRDO - See Stock Forecast- Stock Price:
- $64.60 (+$5.81)
- Market Cap:
- $10.80 billion
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 9 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $76.40 (18.3% Upside)
Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.
#26 - MACOM Technology Solutions
NASDAQ:MTSI - See Stock Forecast- Stock Price:
- $130.86 (+$3.96)
- Market Cap:
- $9.73 billion
- P/E Ratio:
- 127.0
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 7 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $128.00 (-2.2% Downside)
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, high-capacity optical networks, radar, and medical systems and test and measurement applications. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
#27 - Cypress Semiconductor
NASDAQ:CY - See Stock Forecast- Stock Price:
- $23.82
- Market Cap:
- $8.90 billion
- P/E Ratio:
- 238.2
- Dividend Yield:
- 1.85%
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Cypress Semiconductor Corporation designs, develops, manufactures, markets, and sells embedded system solutions worldwide. It operates in two segments, Microcontroller and Connectivity Division, and Memory Products Division. The Microcontroller and Connectivity Division provides microcontroller (MCU), analog, and wireless and wired connectivity solutions, including Traveo automotive MCUs; programmable system-on-chip and general-purpose MCUs; analog power management integrated circuits and energy harvesting solutions; CapSense capacitive-sensing controllers; TrueTouch touchscreens; Wi-Fi, Bluetooth, and Bluetooth low energy; and USB controllers comprising solutions for the USB-C and USB power delivery standards, as well as wireless Internet of things connectivity solutions. The Memory Products Division provides NOR and NAND flash memories, static random access memory (SRAM) products, HyperRAm, synchronous and asynchronous SRAMs, nonvolatile SRAMs, F-RAM ferroelectric memory devices, and other specialty memories and clocks. The company serves various markets, including automotive, industrial, consumer, computation, white goods, communications, handset, PC peripherals, mobile devices, networking, telecommunications, video, data communications, computation, and medical markets. Cypress Semiconductor Corporation sells its semiconductor products through distributors and manufacturing representative firms, as well as through sales force directly to original equipment manufacturers and their suppliers. The company was founded in 1982 and is headquartered in San Jose, California.
#28 - Enphase Energy
NASDAQ:ENPH - See Stock Forecast- Stock Price:
- $62.05 (+$1.18)
- Market Cap:
- $8.38 billion
- P/E Ratio:
- 141.0
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 13 Buy Ratings, 15 Hold Ratings, 4 Sell Ratings)
- Consensus Price Target:
- $93.43 (50.6% Upside)
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control. It also provides microinverter units and related accessories, an IQ gateway; IQ batteries; the cloud-based Enlighten monitoring service; storage solutions; and electric vehicle charging solutions, as well as design, proposal, permitting, and lead generation services. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.
#29 - Qorvo
NASDAQ:QRVO - See Stock Forecast- Stock Price:
- $83.72 (-$2.31)
- Market Cap:
- $7.91 billion
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 4 Buy Ratings, 12 Hold Ratings, 3 Sell Ratings)
- Consensus Price Target:
- $95.84 (14.5% Upside)
Qorvo, Inc. engages in development and commercialization of technologies and products for wireless, wired, and power markets. It operates through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies radio frequency and power management solutions for automotive, defense and aerospace, cellular infrastructure, broadband, and other markets. The CSG segment supplies connectivity and sensor components and systems featuring various technologies, such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, cellular IoT, and MEMS-/BAW-based sensors. It serves markets, such as smart home, industrial automation, automotive, smartphones, wearables, gaming, and industrial and enterprise access points. The ACG segment supplies cellular RF solutions for smartphones, wearables, laptops, tablets, and various other devices. The company also offers foundry services for defense primes and other defense and aerospace customers. The company sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors. It operates in the United States, China, other Asian countries, Taiwan, and Europe. The company was founded in 1957 and is headquartered in Greensboro, North Carolina.
#30 - Lattice Semiconductor
NASDAQ:LSCC - See Stock Forecast- Stock Price:
- $56.73 (+$0.37)
- Market Cap:
- $7.83 billion
- P/E Ratio:
- 55.1
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 11 Buy Ratings, 0 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $64.58 (13.8% Upside)
Lattice Semiconductor Corporation, together with its subsidiaries, develops and sells semiconductor products in Asia, Europe, and the Americas. The company offers field programmable gate arrays that consist of four product families, including the Lattice Certus and ECP, Mach, iCE, and CrossLink. It also provides video connectivity application specific standard products. In addition, the company licenses its technology portfolio through standard IP and IP core licensing, patent monetization, and IP services. It sells its products directly to customers, and indirectly through a network of independent manufacturers' representatives and independent distributors. The company primarily serves original equipment manufacturers in the communications and computing, consumer, and industrial, and automotive markets. Lattice Semiconductor Corporation was incorporated in 1983 and is headquartered in Hillsboro, Oregon.
#31 - Mellanox Technologies
NASDAQ:MLNX - See Stock Forecast- Stock Price:
- $124.89
- Market Cap:
- $7.00 billion
- P/E Ratio:
- 27.2
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Mellanox Technologies, Ltd., a fabless semiconductor company, designs, manufactures, markets, and sells interconnect products and solutions. Its products facilitate data transmission between servers, storage systems, communications infrastructure equipment, and other embedded systems. The company offers InfiniBand solutions, including switch and gateway integrated circuits (ICs), adapter cards, cables, modules, and software, as well as switch, gateway, and long-haul systems; and Ethernet solutions, such as Ethernet switch products and Ethernet adapters for use in enterprise data center, high-performance computing, embedded environments, hyperscale, Web 2.0, and cloud data centers. It also provides adapters to server, storage, communications infrastructure, and embedded systems original equipment manufacturers (OEMs) as ICs or standard card form factors with PCI express interfaces; and switch ICs and systems to server, storage, communications infrastructure, and embedded systems OEMs to create switching equipment. In addition, the company supports server operating systems, including Linux, Windows, AIX, HPUX, Solaris, and VxWorks. It sells its products through its direct sales force, a network of sales representatives, and independent distributors. The company operates in the United States, China, Europe, rest of Americas, and rest of Asia. Mellanox Technologies, Ltd. was founded in 1999 and is headquartered in Sunnyvale, California.
#32 - Rambus
NASDAQ:RMBS - See Stock Forecast- Stock Price:
- $61.21 (+$1.92)
- Market Cap:
- $6.52 billion
- P/E Ratio:
- 38.0
- Consensus Rating:
- Buy (1 Strong Buy Ratings, 6 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $74.67 (22.0% Upside)
Rambus Inc. provides semiconductor products in the United States, South Korea, Singapore, and internationally. The company offers DDR memory interface chips, including DDR5 and DDR4 memory interface chips to module manufacturers, OEMs, and hyperscalers; silicon IP, such as interface and security IP solutions that move and protect data in advanced data center, government, and automotive applications; and interface IP solutions for high-speed memory and chip-to-chip digital controller IP. It also provides a portfolios of security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies; and portfolio of patents that covers memory architecture, high-speed serial links, and security products. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.
#33 - Integrated Device Technology
NASDAQ:IDTI - See Stock Forecast- Stock Price:
- $48.99
- Market Cap:
- $6.33 billion
- P/E Ratio:
- 38.6
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Integrated Device Technology, Inc. designs, develops, manufactures, and markets a range of semiconductor solutions for the communications, computing, consumer, automotive, industrial, and industrial end-markets. It operates in two segments, Communications; and Computing, Consumer and Industrial. The Communications segment offers clocks and timing solutions; radio frequency products; flow-control management products, including multi-port products; telecommunication interface products; static random access memory products; first in and first out memories; digital logic products; optical interconnect and frequency control solutions; and Serial RapidIO switching solutions. The Computing, Consumer and Industrial segment provides clock generation and distribution products; programmable timing devices; computing timing solutions; high-performance server memory interfaces; wireless power products; PCI Express products; signal integrity products; power management integrated circuits; video distribution and contribution solutions; sensor signal conditioners; and optical interconnect solutions, as well as sensing products for mobile, automotive, and industrial solutions. The company markets its products primarily to original equipment manufacturers through various channels, including direct sales, distributors, electronic manufacturing suppliers, and independent sales representatives. Integrated Device Technology, Inc. was founded in 1980 and is headquartered in San Jose, California.
#34 - Amkor Technology
NASDAQ:AMKR - See Stock Forecast- Stock Price:
- $24.87 (+$0.35)
- Market Cap:
- $6.13 billion
- P/E Ratio:
- 16.8
- Dividend Yield:
- 1.25%
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 5 Buy Ratings, 5 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $35.50 (42.7% Upside)
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, the Middle East, Africa, and the Asia Pacific. It offers turnkey packaging and test services, including semiconductor wafer bump, wafer probe, wafer back-grind, package design, packaging, system-level and final test, and drop shipment services; flip chip scale package products for smartphones, tablets, and other mobile consumer electronic devices; flip chip stacked chip scale packages that are used to stack memory digital baseband, and as applications processors in mobile devices; flip-chip ball grid array packages for various networking, storage, computing, automotive, and consumer applications; and memory products for system memory or platform data storage. The company also provides wafer-level CSP packages for power management, transceivers, sensors, wireless charging, codecs, radar, and specialty silicon; wafer-level fan-out packages used in power management, transceivers, radar, and specialty silicon; silicon wafer integrated fan-out technology that replaces a laminate substrate with a thinner structure; leadframe packages for electronic devices and mixed-signal applications; and substrate-based wirebond packages used to connect a die to a substrate. In addition, it offers micro-electro-mechanical systems packages that are miniaturized mechanical and electromechanical devices; and advanced system-in-package modules used in radio frequency and front end modules, basebands, connectivity, fingerprint sensors, display and touch screen drivers, sensors and MEMS, and NAND memory and solid-state drives. Further, the company provides wafer, package, and system level test services, as well as burn-in test and test development services. It serves integrated device manufacturers, fabless semiconductor companies, original equipment manufacturers, and contract foundries. The company was founded in 1968 and is headquartered in Tempe, Arizona.
#35 - Tower Semiconductor
NASDAQ:TSEM - See Stock Forecast- Stock Price:
- $48.68 (+$1.82)
- Market Cap:
- $5.39 billion
- P/E Ratio:
- 26.3
- Consensus Rating:
- Buy (0 Strong Buy Ratings, 3 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $58.33 (19.8% Upside)
Tower Semiconductor Ltd., an independent semiconductor foundry, focus on specialty process technologies to manufacture analog intensive mixed-signal semiconductor devices in Israel, the United States, Japan, Europe, and internationally. It provides various customizable process technologies, including SiGe, BiCMOS, mixed signal/CMOS, RF CMOS, CMOS image sensor, integrated power management, and MEMS. The Company also provides design enablement platform for quick and accurate design cycle, as well as transfer optimization and development process services to integrated device manufacturers and fabless companies. It serves various markets, such as consumer electronics, personal computers, communications, automotive, industrial, aerospace, military, and medical device products. The company was incorporated in 1993 and is headquartered in Migdal Haemek, Israel.
#36 - Cirrus Logic
NASDAQ:CRUS - See Stock Forecast- Stock Price:
- $99.29 (+$1.15)
- Market Cap:
- $5.22 billion
- P/E Ratio:
- 16.8
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 5 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $132.50 (33.4% Upside)
Cirrus Logic, Inc., a fabless semiconductor company, develops low-power high-precision mixed-signal processing solutions in China, the United States, and internationally. The company offers audio products, including amplifiers; codecs components that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single integrated circuit (IC); smart codecs, a codec with integrated digital signal processing; standalone digital signal processors; and SoundClear technology, which consists of a portfolio of tools, software, and algorithms that helps to enhance user experience with features, such as louder, high-fidelity sound, audio playback, voice capture, and hearing augmentation for use in smartphones, tablets, laptops, AR/VR headsets, home theater systems, automotive entertainment systems, and professional audio systems. It also provides high-performance mixed-signal products comprising camera controllers, haptic and sensing solutions, and battery and power ICs for use in smartphones, as well as legacy industrial and energy applications, such as digital utility meters, power supplies, energy control, energy measurement, and energy exploration. The company markets and sells its products through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was incorporated in 1984 and is headquartered in Austin, Texas.
#37 - Semtech
NASDAQ:SMTC - See Stock Forecast- Stock Price:
- $67.69 (+$7.39)
- Market Cap:
- $5.12 billion
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 11 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $71.09 (5.0% Upside)
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, it offers portfolio of IoT solutions, such as modules, gateways, routers, and connected services; and portfolio of connected services, including wireless connectivity and cloud-based services for industrial, medical and communications applications. The company serves original equipment manufacturers and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in Asia- Pacific, North America, and Europe. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.
#38 - CMC Materials
NASDAQ:CCMP - See Stock Forecast- Stock Price:
- $173.69
- Market Cap:
- $4.97 billion
- P/E Ratio:
- 45.5
- Dividend Yield:
- 1.06%
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
CMC Materials, Inc., together with its subsidiaries, provides consumable materials to semiconductor manufacturers, and pipeline and adjacent industry customers in North America, Asia, Europe, the Middle East, Africa, and South America. The company operates in two segments, Electronic Materials and Performance Materials. The Electronic Materials segment develops, produces, and sells chemical mechanical planarization (CMP) slurries for polishing various materials used in IC devices, including tungsten, dielectric materials, copper, tantalum, and aluminum; and various materials that are used in the production of disk substrates and magnetic heads for hard disk drives; and CMP pads, which are used in conjunction with slurries in the CMP process. This segment also offers sulfuric, phosphoric, nitric, and hydrofluoric acids, as well as ammonium hydroxide, hydrogen peroxide, isopropyl alcohol, other specialty organic solvents, and various blends of chemicals; and develops and manufactures consumable products for cleaning advanced probe cards and test sockets. The Performance Materials segment provides pipeline and industrial materials comprising polymer-based drag-reducing agents for crude oil transmission, valve greases, cleaners and sealants, and related services and equipment; and routine and emergency maintenance services, as well as training services. This segment also offers precision polishing and metrology systems for advanced optics applications; and magneto-rheological polishing fluids, consumables, and spare and replacement parts, as well as optical polishing services and other customer support services; and engages in the wood treatment business. The company was formerly known as Cabot Microelectronics Corporation and changed its name to CMC Materials, Inc. in October 2020. CMC Materials, Inc. was incorporated in 1999 and is headquartered in Aurora, Illinois.
#39 - Acacia Communications
NASDAQ:ACIA - See Stock Forecast- Stock Price:
- $114.99
- Market Cap:
- $4.90 billion
- P/E Ratio:
- 72.3
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Acacia Communications, Inc. develops, manufactures, and sells high-speed coherent optical interconnect products in the United States, China, Germany, Thailand, and internationally. The company offers embedded and pluggable module products consisting of optical interconnect modules with transmission speeds ranging from 100 to 1,200 gigabits per second for use in long-haul, metro, and inter-data center markets. It also provides semiconductor products, such as low-power coherent digital signal processor application-specific integrated circuits and silicon photonic integrated circuits that are integrated into embedded and pluggable modules. The company sells its products through a direct sales force to network equipment manufacturers, network operators, and cloud service providers. Acacia Communications, Inc. was founded in 2009 and is headquartered in Maynard, Massachusetts.
#40 - SiTime
NASDAQ:SITM - See Stock Forecast- Stock Price:
- $203.76 (+$9.33)
- Market Cap:
- $4.76 billion
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 3 Buy Ratings, 0 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $216.25 (6.1% Upside)
SiTime Corporation designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally. The company provides resonators and clock integrated circuits, and various types of oscillators. It serves various markets, including communications, datacenter, enterprise, automotive, industrial, internet of things, mobile, consumer, and aerospace and defense. The company sells its products directly to customers, distributors, and resellers. SiTime Corporation was incorporated in 2003 and is based in Santa Clara, California.
#41 - Silicon Laboratories
NASDAQ:SLAB - See Stock Forecast- Stock Price:
- $135.70 (+$2.55)
- Market Cap:
- $4.40 billion
- Consensus Rating:
- Hold (0 Strong Buy Ratings, 5 Buy Ratings, 6 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $133.56 (-1.6% Downside)
Silicon Laboratories Inc., a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation. The company sells its products through its direct sales force, as well as through a network of independent sales representatives and distributors. Silicon Laboratories Inc. was founded in 1996 and is headquartered in Austin, Texas.
#42 - Allegro MicroSystems
NASDAQ:ALGM - See Stock Forecast- Stock Price:
- $24.00 (+$1.15)
- Market Cap:
- $4.20 billion
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 10 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $30.91 (28.8% Upside)
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; and power ICs comprising motor driver ICs, regulator and LED driver ICs, and isolated gate drivers. The company sells its products to original equipment manufacturers and distributors primarily in the automotive and industrial markets through its direct sales force, third party distributors, independent sales representatives, and consignment. It operates in the United States, rest of the Americas, Europe, Japan, Greater China, South Korea, and other Asian markets. The company was founded in 1990 and is headquartered in Manchester, New Hampshire. Allegro MicroSystems, Inc. is a subsidiary of Sanken Electric Co., Ltd.
#43 - AU Optronics
NYSE:AUO - See Stock Forecast- Stock Price:
- $4.17 (+$0.05)
- Market Cap:
- $4.01 billion
- P/E Ratio:
- 12.3
- Dividend Yield:
- 4.47%
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
AU Optronics Corp. researches, develops, produces, and sells thin film transistor liquid crystal displays and other flat panel displays. The company operates through two segments, Display and Solar. The Display segment designs, develops, manufactures, assembles, and markets flat panel displays for use in televisions (TVs), TV sets, and other related products; desktop monitors; mobile PCs, such as notebooks and tablets; mobile phones; and commercial and other applications, including displays for automobiles, industrial PCs, automated teller machines, point of sale terminals, pachinko machines, medical equipment, and others. This segment serves original equipment manufacturing service providers; and brand companies. The Solar segment manufactures and sells solar materials, including ingots, solar wafers, and solar modules, as well as provides technical engineering and maintenance services for solar system projects. This segment sells its ingot and solar wafer products primarily to solar cell manufacturers; and solar modules to installers, solar system integrators, property developers, and other value-added resellers. The company also engages in the renewable energy power generation; repairing and sale support of TFT-LCD modules, as well as sale support of solar-related products; injecting and stamping parts; manufacture and sale of molds, light guide plates, liquid crystal products, backlight modules, and related parts, as well as precision plastic and metal parts; IP related business; design, development and sales of software and hardware for health care industry; manufacture, assembly, and sale of automotive parts; manufacture and sale of motorized treadmills; and planning, design, and development of construction for environmental protection and related project management. It operates in the People's Republic of China, Taiwan, Japan, Singapore, and internationally. AU Optronics Corp. was founded in 1996 and is headquartered in Hsinchu, Taiwan.
#44 - Synaptics
NASDAQ:SYNA - See Stock Forecast- Stock Price:
- $86.16 (-$1.71)
- Market Cap:
- $3.45 billion
- P/E Ratio:
- 21.8
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 6 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $98.44 (14.3% Upside)
Synaptics Incorporated develops, markets, and sells semiconductor products worldwide. The company offers AudioSmart for voice and audio processing; ConnectSmart for high-speed video/audio/data connectivity; DisplayLink for transmitting compressed video frames across low bandwidth connections; VideoSmart that enables set-top boxes, over-the-top, streaming devices, soundbars, surveillance cameras, and smart displays; and ImagingSmart solutions. It also provides Natural ID, a fingerprint ID product that is used in notebook personal computers (PCs), PC peripherals, automobiles, and other applications; TouchPad, a touch-sensitive pad that senses the position and movement of one or more fingers on its surface; SecurePad that integrates fingerprint sensor directly into the TouchPad area; ClickPad that offers a clickable mechanical design; and ForcePad. In addition, the company offers ClearPad, which enables users to interact directly with the display on mobile smartphones, tablets, and automobiles; ClearView products that provide advanced image processing and low power technology for displays on smartphones and tablets; and TouchView products, a touch controller and display driver integration product. Further, it provides TouchPad with a pointing stick in a single notebook computer enabling users to select their interface of choice; TouchStyk, a self-contained pointing stick module; ultra-low power edge artificial intelligence platform for battery powered wireless devices; wireless connectivity solutions comprising Wi-Fi, Bluetooth, global positioning system, global navigation satellite system, and ULE; and voice over IP and digital enhanced cordless telecommunications solutions. The company sells its products through direct sales, outside sales representatives, distributors, and resellers to mobile and PC OEMs; IoT OEMs; and automotive and consumer electronics manufacturers. The company was incorporated in 1986 and is headquartered in San Jose, California.
#45 - Power Integrations
NASDAQ:POWI - See Stock Forecast- Stock Price:
- $60.05 (+$0.94)
- Market Cap:
- $3.42 billion
- P/E Ratio:
- 91.0
- Dividend Yield:
- 1.33%
- Consensus Rating:
- Moderate Buy (1 Strong Buy Ratings, 4 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $78.00 (29.9% Upside)
Power Integrations, Inc. designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion worldwide. The company provides a range of alternating current to direct current power conversion products that address power supply ranging from less than one watt of output to approximately 500 watts of output for mobile-device chargers, consumer appliances, utility meters, LCD monitors, main and standby power supplies for desktop computers and TVs, LED lighting, and various other consumer and industrial applications, as well as power conversion in high-power applications comprising industrial motors, solar and wind-power systems, electric vehicles, and high-voltage DC transmission systems. It also offers high-voltage diodes; InnoSwitch IC for electric vehicles; high-voltage gate-driver products used to operate high-voltage switches, such as insulated-gate bipolar transistors and silicon-carbide MOSFETs under the SCALE and SCALE-2 product-family names; and SCALE-iDriver for use in powertrain and charging applications for electric vehicles. In addition, the company provides motor-driver ICs for use in refrigerator compressors, ceiling fans, and air purifiers, as well as pumps, fans, and blowers used in consumer appliances, such as dishwashers and laundry machines. It serves communications, computer, consumer, and industrial markets. The company sells its products to original equipment manufacturers and merchant power supply manufacturers through direct sales staff, as well as a network of independent sales representatives and distributors. Power Integrations, Inc. was incorporated in 1988 and is headquartered in San Jose, California.
#46 - OSI Systems
NASDAQ:OSIS - See Stock Forecast- Stock Price:
- $196.20 (-$0.74)
- Market Cap:
- $3.28 billion
- P/E Ratio:
- 25.6
- Consensus Rating:
- Buy (0 Strong Buy Ratings, 5 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $209.40 (6.7% Upside)
OSI Systems, Inc. designs and manufactures electronic systems and components. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems under the Rapiscan name. It also provides site design, installation, training, and technical support services; and turnkey security screening solutions under the S2 name. The Healthcare segment offers patient monitoring, cardiology and remote monitoring, and connected care systems and accessories under the Spacelabs name for use in critical care, emergency, and perioperative areas within hospitals, physicians' offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing segment provides optoelectronic devices under the OSI Optoelectronics, OSI LaserDiode, OSI Laserscan, and Advanced Photonix names for the aerospace and defense, avionics, medical imaging and diagnostics, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets. It also offers electronics manufacturing services to original equipment manufacturers and end users for medical, automotive, defense, aerospace, industrial, and consumer applications under the OSI Electronics, APlus Products, Altaflex, and PFC Flexible Circuits names; LCD displays for medical, industrial, and consumer electronics applications; and flex circuits for OEM customers. This segment offers laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan and Autosense names; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode name. The company was incorporated in 1987 and is headquartered in Hawthorne, California.
#47 - Ambarella
NASDAQ:AMBA - See Stock Forecast- Stock Price:
- $78.15 (+$2.29)
- Market Cap:
- $3.26 billion
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 8 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $85.42 (9.3% Upside)
Ambarella, Inc. develops semiconductor solutions that enable high-definition (HD) and ultra HD compression, image signal processing, and artificial intelligence processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; enterprise and public class, and home security camera; and robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the enterprise, home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
#48 - IPG Photonics
NASDAQ:IPGP - See Stock Forecast- Stock Price:
- $73.53 (+$1.49)
- Market Cap:
- $3.18 billion
- Consensus Rating:
- Hold (1 Strong Buy Ratings, 1 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings)
- Consensus Price Target:
- $93.50 (27.2% Upside)
IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. Its laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories. The company also offers integrated laser systems; LightWELD, a handheld laser welding system; 2D compact flat sheet cutter systems and multi-axis systems for fine welding, cutting, and drilling; welding seam stepper and picker, a fiber laser welding tool; high precision laser systems; specialized fiber laser systems for material processing applications; robotic and multi-axis workstations for welding, cutting and cladding, flatbed cutting systems, and diode markers; and laser and non-laser robotic welding and automation solutions. It serves materials processing, communications, medical procedures, and advanced applications and communications markets. The company markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. IPG Photonics Corporation was founded in 1990 and is headquartered in Marlborough, Massachusetts.
#49 - FormFactor
NASDAQ:FORM - See Stock Forecast- Stock Price:
- $39.83 (+$0.86)
- Market Cap:
- $3.08 billion
- P/E Ratio:
- 22.9
- Consensus Rating:
- Moderate Buy (0 Strong Buy Ratings, 4 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- $56.00 (40.6% Upside)
FormFactor, Inc. designs, manufactures, and sells probe cards, analytical probes, probe stations, metrology systems, thermal systems, and cryogenic systems to semiconductor companies and scientific institutions in the United States, Taiwan, South Korea, China, Europe, Japan, Malaysia, Singapore, and internationally. It operates in two segments, Probe Cards and Systems. The company offers probe cards to test various semiconductor device types, including systems on a chip products, mobile application processors, microprocessors, microcontrollers, and graphic processors, as well as radio frequency, analog, mixed signal, image sensor, electro-optical, dynamic random access memory, NAND flash memory, and NOR flash memory devices, as well as computer processor devices; and analytical probes, which are used for a range of applications, including device characterization, electrical simulation model development, failure analysis, and prototype design debugging for universities, research institutions, semiconductor integrated device manufacturers, semiconductor foundries, and fabless semiconductor companies. It also provides probe systems for semiconductor design engineers to capture and analyze accurate data; surface metrology systems for the development, production, and quality control of semiconductor products; thermal subsystems, such as thermal chucks and other test systems used in probe stations and other applications; and precision cryogenic instruments, semiconductor tests, and measurement systems. In addition, the company offers on-site probe card maintenance and service training, seminars, and telephone support services. It markets and sells its products through direct sales force, manufacturers' representatives, and distributors. The company was incorporated in 1993 and is headquartered in Livermore, California.
#50 - Finisar
NASDAQ:FNSR - See Stock Forecast- Stock Price:
- $23.77
- Market Cap:
- $2.86 billion
- P/E Ratio:
- 40.3
- Consensus Rating:
- N/A (0 Strong Buy Ratings, 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
- Consensus Price Target:
- N/A
Finisar Corporation provides components and subsystems to networking equipment manufacturers, data center operators, telecom service providers, consumer electronics, and automotive companies in the United States, China, Malaysia, and internationally. The company's optical subsystems primarily include transmitters, receivers, transceivers, transponders, and active optical cables, which provide the fundamental optical-electrical or optoelectronic interface for interconnecting the electronic equipment used in wireline networks comprising switches, routers, and servers, as well as wireless networks, such as antennas and base stations. It also offers wavelength selective switches that are used to switch network traffic from one optical fiber to various other fibers without converting to an electronic signal. In addition, the company provides packaged laser, receivers, and photodetectors for data communication and telecommunication applications; and passive optical components for telecommunication applications. It markets its products through direct sales force, as well as distributors, manufacturers' representatives and resellers, and system integrators; and to the manufacturers of storage systems and telecommunication equipment, as well as to their contract manufacturers. Finisar Corporation was founded in 1987 and is headquartered in Sunnyvale, California.